🥇 Aspire Wealth Group
78Good160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4, Canada
About
Aspire Wealth Group is an Ottawa-based financial planning firm founded in 2012, serving high-net-worth individuals with comprehensive retirement planning, wealth management, and financial planning services.
Senior Care Path Summary
Aspire Wealth Group works with high-net-worth individuals and families to plan for life's major financial events through a customized five-step planning process. Their advisors take time to understand each client's goals and values to create personalized strategies, including retirement planning, wealth management, and fee-based financial planning. They serve clients in Ottawa and the surrounding area.
The firm operates on a transparent compensation structure and offers legacy life insurance options as part of their comprehensive service. They maintain a focus on building long-term client relationships through clear communication and expertise in helping clients achieve their financial goals.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- High-net-worth individuals planning for retirement
- Families managing wealth and life transitions
- Clients seeking customized financial strategies
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
64 Google reviews
Most recent reviews
Leith Fermin-Rix
4 weeks ago · via Google
My interactions with Aspire Wealth Group have spanned more than several years. The personalized service is always professional and timely. I confidently put my trust in them.
Steve Harding
9 months ago · via Google
This is long overdue - I've been a client of Jay Dashnay and Aspire Wealth Group for over 10 years, and I honestly can't recommend them enough. The longevity of our relationship speaks for itself. What truly sets them apart is their authentic care for my personal well-being, not just my portfolio. They provide a level of care and attention to detail that gives me genuine financial security. If you're looking for a wealth management team that is both expert and deeply human, look no further.
Naomi Jones
a year ago · via Google
From the first time I met with Jason, his passion and dedication for his industry and clients was clear. As he developed a comprehensive financial plan for our family, he took time to understand our goals and to ensure we invest in a way that matches our comfort level and financial goals. He explained his process and findings thoroughly, without ever applying any pressure. It has been a pleasure working with Jason and his entire team. Their level of service, professionalism, and industry knowledge is second to none. Don’t miss out on the opportunity to work with this amazing team!
Summary of Google Reviews
Summarized by Senior Care Path from 🥇 Aspire Wealth Group's Google rating and recent reviews. Confirm specifics with the provider.
🥇 Aspire Wealth Group holds an excellent 5.0-star rating across 64 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
- MFA-P (Money Financial Advisor-Professional)
- RWM (Registered Wealth Manager)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
- French
Frequently Asked Questions
What services does 🥇 Aspire Wealth Group offer?
🥇 Aspire Wealth Group is a financial planning provider in Ottawa, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does 🥇 Aspire Wealth Group speak?
Staff at 🥇 Aspire Wealth Group are noted as speaking English, French. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with 🥇 Aspire Wealth Group?
You can call 🥇 Aspire Wealth Group directly at (613) 254-8484, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Ottawa. It is free, with no pressure.
Is 🥇 Aspire Wealth Group verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4, Canada
Also serves
- Ottawa, Ontario
- Kanata